Ryan Kubasek is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2016, following a brief period at Neuberger Berman LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michelle Foley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Mass Mutual Investors Services since 2017, following stints at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at the University of Delaware for four years and held roles at Sweet Frog and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, using a combination of proprietary research, third-party data, and algorithmic tools.

Scott Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Liberty Bank and Liberty Investment Services since 2012, serving clients primarily in Newington, CT. Miller’s role includes meeting with clients to provide financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

Phyllis Puckette is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She is based in Canton, CT, and has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

David Culver is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His previous roles include positions at Voya Financial Advisors, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

John Cleary Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Raymond James since 2020 and previously held roles at Bank of America and Merrill. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Jonathan Gruber is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include positions at MML Investor Services, Massachusetts Mutual Life Insurance Company, Mid Atlantic Capital Corp, and Hooker & Holcombe Investment Advisors. He also operates Bartlett Wealth Management as a trade name in West Hartford, CT. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides comprehensive financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody platforms.

Joseph Fountain is a financial advisor with Mass Mutual Investors Services based in Glastonbury, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE Securities Inc from 2014 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services including divorce planning, estate-settlement, and employer-sponsored planning programs.

Eric Gagne is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2014 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Michael Cosenza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Cosenza serves as a director of the Rotary Club of Worcester. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Spencer Wesley is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and ClearView Wealth Management LLC, among other roles. Outside of his financial career, he has been involved with The Hidden Still for several years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

James Campbell is a financial advisor at Edward Jones in Tariffville, CT, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked at Grossman Solutions and Credit Suisse, and he has operated a database consulting business since 2008. He serves as President of the Kiwanis Club of Glastonbury, where he assists in overseeing fundraising and the disbursement of funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

David Troy is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. Before joining LPL Financial in 2024, he worked at Charles Schwab and Charles Schwab Bank from 2017 to 2024 and at Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is authoring a book titled "So, You Think You Know Connecticut?" through OMNI Publishing Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Cassandra Watson is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2024, she worked for ESPN/Disney from 1996 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Chad Czerwinski is a Series 66-licensed financial advisor at UBS Financial Services in Hartford, CT, with 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Directors for Hartford Youth Scholars, a nonprofit providing training and education to youth in Hartford, CT, and oversees the management of an irrevocable trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Christopher Borowiec is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2009. Outside of his advisory role, he serves as a committee member for the Springfield Museums, a charitable organization. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers various model-based and discretionary investment strategies integrated into Bank of America’s broader corporate platform.